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18258 Minnetonka Boulevard Suite 200, Deephaven, MN 55391-3359 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-09-21 |
Branch Locations
18258 Minnetonka Boulevard Suite 200, Deephaven, MN 55391-3359 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delaware Investments | Phildelphia | PA | 01/2013 | 04/2019 |
| Unemployed | Philadelphia | PA | 05/2019 | 11/2019 |
| Dynasty Financial Partners | Chicago | IL | 12/2019 | 09/2022 |
| Dynasty Securities, Llc | Chicago | IL | 12/2019 | 09/2022 |
| Dynasty Wealth Management, Llc | Chicago | IL | 11/2020 | 09/2022 |
| High Note Wealth | Deephaven | MN | 01/2023 | Present |
| Unemployed | Chicago | IL | 10/2022 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-23 |
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